See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,725 | $362,131-52.0% | $285,549-39.2% | $357,791-51.4% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 13.53% | 5.08%+8.4pp | 7.15%+6.4pp | 396.79%-383.3pp |
| Employer contribution / active EE | $2,857 | $5,952-52.0% | $5,022-43.1% | $7,508-61.9% |
| Participant deferral / active EE | $2,449 | $5,478-55.3% | $4,549-46.2% | $5,521-55.6% |
| Admin fee / account holder | $5,179 | $16,774-69.1% | $13,934-62.8% | $28,387-81.8% |